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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,176 | $168,635-73.2% | $147,617-69.4% | $125,389-64.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.28% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,644 | $6,252-73.7% | $5,564-70.4% | $4,866-66.2% |
| Participant deferral / active EE | $2,987 | $5,507-45.8% | $4,895-39.0% | $5,352-44.2% |
| Admin fee / account holder | $815 | $13,580-94.0% | $11,612-93.0% | $9,541-91.5% |